Business Situation
An investment bank’s coverage team tracked over 200 potential M&A targets in the industrial sector. Manual updates of financials, multiples, and news alerts slowed execution and often delayed timely insights.
The bank engaged Business Information Services (BIS) to:
- Automate financial and market data updates from regulatory filings and databases
- Provide timely competitor and sector news alerts
- Ensure bankers always have the most current data for client pitches and pipeline discussions
SGA Approach
- Automation-driven Monitoring
– Built automated web-scraping scripts to extract quarterly earnings data and KPIs
– Deployed auto-refresh dashboards for financial comparables and transaction multiples
- Sector Knowledge
– Provided sector commentary, key macro drivers, and regulatory updates
- Database Expertise
– Extracted valuation benchmarks from FactSet, PitchBook, and MergerMarket
Key Takeaways
- Turnaround Reduced by 50%: Automation cut manual data refresh cycles from five days to two days.
- Always Current: Bankers had real-time updates, supporting better client engagement.
- High Responsiveness: Regular communication and proactive alerts helped anticipate client queries.
